Long Term Care University – Question of the Month – 04/01/21 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Hybrid-Combination Life and Long Term Care (LTC) Insurance and prefer the Hybrid-Combination LTC policy. Can you please review the Brighthouse SmartCare Hybrid LTC policy? […]
Long Term Care University – Question of the Month – 04/01/21 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Hybrid-Combination Life and Long Term Care (LTC) Insurance and prefer the Hybrid-Combination LTC policy. Can you please review the OneAmerica State Life Asset Care Hybrid […]
Long Term Care University – Question of the Month – 04/01/21 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Hybrid-Combination Life and Long Term Care (LTC) Insurance and prefer the Hybrid-Combination LTC policy. Can you please review the Minnesota Life SecureCare Hybrid LTC […]
Money Matters – Skloff Financial Group Question of the Month – April 1, 2021 By Aaron Skloff, AIF, CFA, MBA Q: We read your article ‘Income Tax and Capital Gains Rates 2021’. What are your top 10 recommendations to reduce income taxes and capital gains taxes in 2021? The Problem – Taming the Tax Beast […]
Long Term Care University – Question of the Month – 03/15/21 By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies. Can you explain what that means, what advantages it may provide and details on the Arizona Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]
Tax Advice: State Income Tax Debate Explained Who do you pay when you live in one state and work in another? Turbo Tax explains. You may have to file more than one state tax return if you earned income in different states. Some states have different credits and deductions than the federal Form 1040 so […]
